Arbor Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Arbor Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.31M	Buy	3,086 +8	+0.3%	+$5.83K	1.41%	14
2026 Q1	$2.01M	Buy	3,078 +9	+0.3%	+$6.15K	1.41%	13
2025 Q4	$2.1M	Buy	3,069 +11	+0.4%	+$7.47K	1.5%	13
2025 Q3	$2.05M	Buy	3,058 +9	+0.3%	+$5.8K	1.53%	13
2025 Q2	$1.89M	Buy	3,049 +9	+0.3%	+$5.17K	1.54%	13
2025 Q1	$1.71M	Buy	3,040 +10	+0.3%	+$5.91K	1.52%	13
2024 Q4	$1.78M	Buy	3,030 +11	+0.4%	+$6.51K	1.59%	13
2024 Q3	$1.74M	Buy	3,019 +11	+0.4%	+$6.12K	1.57%	11
2024 Q2	$1.65M	Buy	3,008 +9	+0.3%	+$4.73K	1.62%	13
2024 Q1	$1.58M	Buy	2,999 +10	+0.3%	+$5K	1.49%	15
2023 Q4	$1.43M	Buy	+2,989	New	+$1.34M	1.47%	15

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Arbor Wealth Advisors's IVV Position: Q2 2026 in Review

Arbor Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.26% in Q2 2026, buying an estimated $5.83K and bringing the position to 3,086 shares worth $2.31M. The position accounts for 1.41% of the portfolio, ranked #14.

Arbor Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Arbor Wealth Advisors held 3,086 shares of iShares Core S&P 500 ETF worth $2.31M as of Q2 2026.
Arbor Wealth Advisors bought 8 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.83K.
iShares Core S&P 500 ETF made up 1.41% of Arbor Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Arbor Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.